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You are here: Home / Archives for Sector BPI

Millikan Sector BPI Portfolio Review: 8 August 2023

August 8, 2023 By Lowell Herr

Yesterday I updated the Carson portfolio, one of several accounts managed using the Sector BPI Plus investing model.  This morning the Millikan, another Sector BPI portfolio, is scheduled for an update.  Over the last two reviews the Millikan gained slightly on the SPY benchmark, a positive sign for this particular investing model. Millikan Investment Quiver […]

Filed Under: Millikan Portfolio, Sector BPI Tagged With: Millikan Portfolio, Sector BPI

Carson Sector BPI Portfolio Review: 7 August 2023

August 7, 2023 By Lowell Herr

Carson is the Sector BPI portfolio up for review this morning and it is due for an update as cash is available for reinvesting.  The Carson continues to hold three sector ETFs and two of the three are working on TSLOs.  Based on the latest BPI data both Energy (VDE) and Financial (VFH) are overbought.  […]

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Gauss Sector BPI Portfolio Review: 3 August 2023

August 3, 2023 By Lowell Herr

Updating the Bullish Percent Indicator (BPI) spreadsheet this morning no changes were observed.  There certainly are no Buy recommendations and all the overbought sectors have Trailing Stop Loss Orders (TSLOs) already in place.  Gauss has cash available and I set a number of limit orders as readers will see as this review proceeds. Gauss is […]

Filed Under: Gauss Portfolio, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Franklin Portfolio Review: 31 July 2023

July 31, 2023 By Lowell Herr

The original Dual Momentum™ Franklin portfolio was converted over to the Sector BPI Plus model several months ago.  Since the conversion the return/risk ratio improved.  Whether this is due to the new investing model or the upward trend of the market will be determined over the next few months.  Using the slope of the Jensen […]

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

Bullish Percent Indicators: 28 July 2023

July 29, 2023 By Lowell Herr

The Bullish Percent Indicators (BPI) tell us this past week was rest time.  Overall, both the broad markets and individual sectors were flat to slight improvement in smaller stocks.  There is one new Sell signal and that is Materials.  If you are holding either VAW or IYM in your Sector BPI Plus portfolio, place a […]

Filed Under: Bullish Percent Indicators, Sector BPI, Technical Indicators Tagged With: Bullish Percent Indicators, Sector BPI

Carson Sector BPI Portfolio Update: 19 July 2023

July 19, 2023 By Lowell Herr

As the oldest Sector BPI portfolio the Carson is the portfolio to watch if you are at all interested in this unique investing model.  Before starting this blog entry I updated the Bullish Percent Indicator data for the different sectors and several are calling for a Sell as the BPI values are overbought.  The sectors […]

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Gauss Sector BPI Portfolio Review: 14 July 2023

July 14, 2023 By Lowell Herr

Gauss is the Sector BPI Plus portfolio up for review this morning.  A month or so ago I added a “tweak” to the original Sector BPI model in an effort to patch up what was a likely problem when a sector was sold and then returned to the overbought zone.  The patch added several equity […]

Filed Under: Gauss Portfolio, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Carson Sector BPI Portfolio Review: 1 July 2023

July 1, 2023 By Lowell Herr

Earlier today I posted Internal Rate of Return (IRR) data on the Sector BPI Plus portfolios.  This review of the Carson, one of four Sector BPI portfolios, walks readers through the process of how to manage a sector portfolio. Carson Investment Quiver Below is the current investment quiver and holdings in the Carson.  The sector […]

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

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